Harvest Investment Services’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

Harvest Investment Services’s Portfolio FJAN Stock Details FJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$970K	Sell	19,251 -467	-2%	-$24.1K	0.18%	127
2025 Q4	$1.02M	Sell	19,718 -559	-3%	-$28.4K	0.19%	123
2025 Q3	$1.02M	Sell	20,277 -7,587	-27%	-$371K	0.2%	123
2025 Q2	$1.32M	Buy	27,864 +5,422	+24%	+$244K	0.3%	93
2025 Q1	$995K	Buy	22,442 +12,726	+131%	+$582K	0.28%	84
2024 Q4	$446K	Sell	9,716 -264	-3%	-$12K	0.11%	181
2024 Q3	$446K	Buy	9,980 +632	+7%	+$27.7K	0.14%	146
2024 Q2	$406K	Sell	9,348 -6	-0.1%	-$254	0.16%	126
2024 Q1	$393K	Buy	+9,354	New	+$383K	0.16%	127

Other funds holding FJAN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harvest Investment Services's FJAN Position: Q1 2026 in Review

Harvest Investment Services reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 2.4% in Q1 2026, selling an estimated $24.1K and leaving 19,251 shares worth $970K. The position accounts for 0.18% of the portfolio, ranked #127.

Harvest Investment Services first reported a position in FJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q2 2025. 161 funds tracked by Wall St. Rank hold FJAN as of Q1 2026.

Harvest Investment Services held 19,251 shares of FT Vest US Equity Buffer ETF January worth $970K as of Q1 2026.
Harvest Investment Services sold 467 FT Vest US Equity Buffer ETF January shares in Q1 2026, an estimated $24.1K.
FT Vest US Equity Buffer ETF January made up 0.18% of Harvest Investment Services's portfolio in Q1 2026, its #127 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF January in Q1 2024 and has held it in 9 quarters since.
Harvest Investment Services's FT Vest US Equity Buffer ETF January position peaked at $1.32M in Q2 2025.
161 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.